Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
1/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
3Y ago₹1.10 L
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Dividend Yield Fund (F… |
|---|---|
| Fund house | Sundaram Mutual Fund |
| Category | Equity Scheme - Dividend Yield Fund |
| Plan | Direct |
| Latest NAV | ₹60.2966 |
| Assets managed (AUM) | — |
| 1M return | -2.18% |
| 6M return | -1.85% |
| 1Y return | -7.19% |
| 3Y CAGR | 3.09% |
| 5Y CAGR | — |
| Since inception CAGR | 3.78% |
| Bumpiness · 3Y (annualised σ) | 14.51 |
| Worst drop ever | -23.67% |
| Sharpe · 3Y (rf=6%) | -0.20 |